高盛：今年内地医疗板块更依赖数据及盈利能见度看好CDMO企业

智通财经02-09

智通财经APP获悉，高盛发布研报称，去年内地医疗健康板块的强劲趋势将延续至今年，但投资者考虑估值时纳入更多研发管线的价值，因此，股份交易时更多基于企业的实际执行能力，而非单纯的授权交易预期。今年要获得超越行业的回报，更依赖于关键数据公布、实际成交，以及盈利兑现或转折点的能见度。  细分赛道方面，该行对CDMO企业转趋建设性，基于其加速增长、产品周期强劲、地缘政治风险增加有限，以及估值合理；升...

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高盛：今年内地医疗板块更依赖数据及盈利能见度 看好CDMO企业

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高盛：今年内地医疗板块更依赖数据及盈利能见度看好CDMO企业